When you login to ACT with your user name and password, you have started the process of ACT recording what you do in your ACT database. If you create a new contact, ACT will automatically record the date the contact was created in the “create date” field. The create date field can be found on the [...]
Posts Tagged ‘ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz’
ACT’s System Fields
Posted in ACT! Software Tips, tagged ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz on January 17, 2009 | Leave a Comment »
Outlook Tools from Sperry Software
Posted in ACT! Software Tips, tagged ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz, Office 2003, Office 2007 on January 13, 2009 | 3 Comments »
Many ACT users use Outlook for their email program, I happen to be one of those users. If you are an Outlook user, I want to introduce you to Sperry Software (www.sperrysoftware.com); they make add-ons for Outlook that are quite affordable and effective. I’ve used their Add Email Address product that automatically adds a contact [...]
The Two Sides of ACT!: The Teacher and the Technician
Posted in ACT! Software Tips, tagged ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz, Tony Holowitz on January 8, 2009 | Leave a Comment »
For many years ACT has been utilized by individual businesspeople and small businesses, and in my opinion they have been ACT’s core group of users. As ACT has evolved through the years it has become more complicated underneath the hood, while staying pretty much the same on the surface. On the surface ACT is a [...]
Creating Good Reports in ACT!
Posted in ACT! Software Tips, tagged ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz on December 9, 2008 | Leave a Comment »
I’m often asked by my clients to help them generate reports in ACT. The first thing I talk to them about is GIGO: garbage in, garbage out. Reports in ACT (or any software for that matter) are only as good as the information within ACT. The best way to generate good reports in ACT is to make [...]
ACT! Activity Series
Posted in ACT! Software Tips, tagged ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz on December 9, 2008 | Leave a Comment »
ACT has a great tool called Activity Series which allows you to schedule multiple activities for a contact or group of contacts in one easy step. There are two parts to using Activity Series: first you must create an activity series, and second you must apply it to a contact or group of contacts. We’ve [...]
ACT! and The Crazy Sales Manager
Posted in ACT! Software Tips, tagged ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz, Tony Holowitz on December 9, 2008 | Leave a Comment »
I had a client with a crazy sales manager…that is the only way I can describe this person. You’d expect his character to be a regular on the popular television series “The Office.” In fact, whenever I watch the show I always think of him. I had to deal with this person all the time [...]
Case Study: How to Fail with ACT!
Posted in ACT! Software Tips, tagged ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz, Tony Holowitz on November 25, 2008 | Leave a Comment »
I have a client that uses ACT! and they brought me in to consult with them. One of the issues they were trying to rectify was the fact that their salespeople were all using the software differently. They asked me to help them centralize the data and simplify ACT! for their staff. When I work with [...]
Are you Linkedin? Why?
Posted in ACT! Software Tips, Basic Computer Tips, tagged ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz, Tony Holowitz on November 18, 2008 | Leave a Comment »
My LinkedIn Profile: http://www.linkedin.com/in/tonyholowitz In the past, when I’ve received requests to become “Linkedin” (www.linkedin.com) with friends and business colleagues I’ve always accepted, mostly as a courtesy. A few months ago I started asking people that are using Linkedin why are they using it and if it’s drummed up any business for them. The vast [...]
ACT! Synchronization: To Sync or Not to Sync.
Posted in ACT! Software Tips, tagged ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz, Tony Holowitz on November 5, 2008 | 2 Comments »
Many years ago ACT! developed a tool within ACT! (synchronization) that allowed you to keep two computers updated with your ACT! data; for example your office desktop and a notebook computer you might travel with. Those tools within ACT! worked well, but not perfectly. Today, because of our ability to connect to the internet in [...]
ACT Tip: Viewing Your Schedule in ACT
Posted in ACT! Software Tips, tagged ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz on October 24, 2008 | 2 Comments »
ACT offers four main ways to view your schedule: the daily, weekly and monthly calendars, and the task list. You can filter the type of activities you want to see on the calendars and the task list. I use my calendars to view my meetings and my task list to view just my phone calls. I never use [...]
